Wood Wealth Group, Llc
State-registered
Insurance-Affiliated · Boutique (under $100M)
CRD 327286
· Charlestown, MA
· www.linkedin.com
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ADV data as of Jul 10, 2026
- Regulatory AUM
- $56.3M
- Discretionary
- $47.0M
- Clients
- 373
- Avg AUM / client
- $151K
- Accounts
- 373
- Employees
- 6
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 359 | $45.0M | 79.9% |
| High net worth individuals | 14 | $11.3M | 20.1% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Christopher Joseph Wood | Registered representative | CFP | Feb 2024 (3y) | |
| Robin Leslie Faulkner Harrison | Registered representative | CFP | May 2024 (2y) | |
| Jeffrey P Spencer | Registered representative | Aug 2024 (2y) | ||
| Geoffrey Mishkin | Registered representative | CFP | Aug 2024 (2y) | |
| Paul Russell Adams | Registered representative | Dec 2024 (2y) | ||
| Kevin Andrew Harrison | Registered representative | Jul 2026 (0y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/10/2026 | 1.11 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Other fees
- • INSURANCE COMMISSIONS
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Assetmark Brokerage, Llc $32.4M (58% of AUM) Jul 2026
- Charles Schwab & Co. $9.2M (16% of AUM) Jul 2026
- Jackson Variable Annuities $8.2M (15% of AUM) Jul 2026
- Morningstar Investment Management $2.7M (5% of AUM) Jul 2026
- Mtg, Llc $2.7M (5% of AUM) Jul 2026
- John Hancock Funds, Llc $287K (1% of AUM) Jul 2026
- Capital Group $249K (0% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 10, 2026.
View current Form ADV (SEC/IAPD) ↗